Tavistock Investments plc has chosen Intelliflo’s Intelligent Office as its primary practice management system. The AIM listed financial services group has 200 advisers helping private clients look after more than GBP3 billion of investments, of which over GBP1 billionn is managed by its investment business, Tavistock Wealth.
Brian Raven, Chief Executive at Tavistock Investments plc says: “Intelligent Office is an established system with tried and tested functionality which has been developed and enhanced over a number of years. We were looking for an established solution to provide our advisers and clients with a robust and reliable system which integrates with the tools we already use. We were also looking for a system which would enable us to develop our own technology and build integrations with other Tavistock platforms. The open architecture available with Intelligent Office’s Open API makes this possible. Intelliflo’s scale, depth of experience and resources convinced us it’s the best fit for an organisation of our size and ambition.”
Wenda Field, Chief Sales Officer at Intelliflo, says: “Tavistock Investments plc is a well-established, technically astute and forward-looking organisation that can really benefit from the services offered by Intelliflo. Our architecture philosophy provides the flexibility the Tavistock team were looking for and we look forward to working with them to help them maximise the benefits that Intelligent Office offers.”